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Altria Group

2,166 hedge funds and large institutions have $55.4B invested in Altria Group in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 841 increasing their positions, 712 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 84

18% more repeat investments, than reductions

Existing positions increased: 841 | Existing positions reduced: 712

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more funds holding

Funds holding: 1,9912,166 (+175)

7% more capital invested

Capital invested by funds: $52B → $55.4B (+$3.39B)

0.81% more ownership

Funds ownership: 59.59%60.41% (+0.81%)

34% less call options, than puts

Call options by funds: $642M | Put options by funds: $974M

Holders
2,166
Holders Change
+175
Holders Change %
+8.79%
% of All Funds
28.53%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
301
Increased
841
Reduced
712
Closed
84
Calls
$642M
Puts
$974M
Net Calls
-$332M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1151
Patron Partners
Texas
$570K
MWM
1152
Mattern Wealth Management
Kansas
$569K
GC
1153
Grimes & Company
Massachusetts
$569K +$2.93K +55 +0.5%
TFM
1154
TFC Financial Management
Massachusetts
$567K
IAS
1155
Insigneo Advisory Services
Florida
$567K -$132K -2,471 -19%
MPM
1156
Meritage Portfolio Management
Kansas
$567K +$19.4K +365 +3%
PCM
1157
Perritt Capital Management
Illinois
$565K +$1.6K +30 +0.3%
ESB
1158
Essex Savings Bank
Connecticut
$563K +$10.9K +204 +2%
VIA
1159
Virtus Investment Advisers
Connecticut
$563K +$283K +5,310 +97%
AF
1160
Apexium Financial
Texas
$561K +$572K +10,736 New
TAM
1161
Titleist Asset Management
Texas
$561K +$92.1K +1,729 +19%
SLT
1162
St Louis Trust
Missouri
$560K
LWCFA
1163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$559K
WA
1164
Wealth Architects
California
$559K -$7.72K -145 -1%
CFO
1165
Callan Family Office
Pennsylvania
$559K +$349K +6,560 +159%
SFI
1166
Siemens Fonds Invest
Germany
$555K
LA
1167
Legacy Advisors
Pennsylvania
$555K +$49.6K +931 +10%
BMWM
1168
Brown Miller Wealth Management
Virginia
$554K -$15.9K -298 -3%
TA
1169
TFB Advisors
Kansas
$553K +$27.8K +522 +5%
FMTC
1170
Farmers & Merchants Trust Company
California
$552K +$23.3K +438 +4%
PA
1171
Procyon Advisors
Connecticut
$552K +$6.82K +128 +1%
AC
1172
Avestar Capital
New York
$552K +$49.2K +923 +10%
JAFL
1173
Jay A. Fishman Ltd
Michigan
$552K
FOFP
1174
Fee-Only Financial Planning
South Carolina
$552K
SB
1175
Strategic Blueprint
Georgia
$551K -$17.1K -321 -3%

MO Hedge Fund Activity: Q4 2024 in Review

2,166 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2024, worth a combined $55.4B — up 6.5% from $52B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new MO positions and 84 closed out — a net gain of 217 holders — while 841 added to existing stakes and 712 trimmed.

The largest buyer was UBS Group, adding an estimated $126M. The largest seller was BlackRock, cutting an estimated $257M.

  • 2,166 institutional investors held Altria Group (MO) as of Q4 2024, up from 1,991 in Q3 2024.
  • Funds reported $55.4B of Altria Group stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 301 funds opened new Altria Group positions in Q4 2024 and 84 closed out, a net change of +217 holders.
  • The largest Altria Group buyer in Q4 2024 was UBS Group, an estimated $126M added.
  • The largest Altria Group seller in Q4 2024 was BlackRock, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2024.